Frequently Asked Questions

What is your experience?

I worked in a public accounting firm for three years and for the past seven plus years I have worked in the tax departments of two Fortune 500 companies.

Do you e-file returns?

Yes, all returns are e-filed with various taxing authorities. I am registered with the IRS andI have my own PTIN which identifies every return I file with the IRS to me.

Do I need an appointment?

Yes, generally I set up an appointment and meet the client. Due to my full-time job as a tax professional I am unavailable during the day so I schedule client appointments either after work or on weekends.

Is my information kept private?

Yes, I take great pride in keeping your information private. All documents are returned to clients and any unused copies are shredded and disposed of properly and securely.

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